Otter Creek Focus Strategy (OCFS) ETF Holdings & Analysis

What OCFS does

The Otter Creek Focus Strategy ETF (OCFS) operates as an actively managed exchange-traded fund. Its primary investment objective is to allocate capital to equity securities of U.S. companies, specifically those the Advisor identifies as having small to medium market capitalizations. Furthermore, the fund has the discretion to commit a maximum of 20% of its total assets to international equity securities. These foreign holdings must be denominated in U.S. dollars and are primarily accessed via American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), which are issued by U.S. depository banks and traded on American stock exchanges.

Fund profile

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how OCFS fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does OCFS track?

OCFS is the Otter Creek Focus Strategy ETF, a Other ETF.

What is the expense ratio of OCFS?

Expense ratio data for OCFS is shown on the page when available from our data provider.

What are the largest holdings in OCFS?

OCFS's top holdings are listed on this page when available.

How can PortView analyze OCFS overlap with other ETFs?

PortView computes the holdings overlap between OCFS and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.